Neos
4 articles
Support articles for Neos integration with Quilia. Learn to connect your Neos account and sync client data seamlessly.
For Firms 路 Clio 路 Filevine
Enabling Document Sharing With Clients
Enable document sharing for your case-management integration so files your team adds to the Quilia folder appear in the right client's Quilia app.
For Firms 路 Filevine 路 Clio
Using the Quilia CaseConnect Extension
The CaseConnect browser extension puts Quilia next to your case management system, so you can message clients, add appointments and providers, and import cases without leaving Filevine, Clio, MyCase and other supported systems.
For Firms 路 Neos
Neos + Quilia: Integration Guide
Connect Neos to Quilia with your company ID, map case types, choose when clients are invited, and understand the scheduled Neos sync.
For Firms 路 Neos
Importing an Existing Case from Neos
Import an existing Neos case into Quilia with its case number, review the client and staff details, and decide whether to send an invitation.
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